I began my career in the financial services industry in January of 1995. Before establishing Mission Financial, I was a Financial Advisor with Edward Jones in St. Peters, Missouri. My education and professional licensing include earning Bachelor's degrees in Business Administration and Spanish at Taylor University. I'm a Registered Representative, Investment Adviser Representative, Accredited Asset Management Specialist and Registered Principal for Raymond James Financial Services. I also hold my Missouri Life and Health Insurance License.
My area of expertise is in developing customized, comprehensive financial plans for high net worth families, business owners and executives, with a focus on wealth preservation and tax reduction.
I have high expectations of myself and a competitive spirit. I focus my energy on achieving our clients' goals with a determination to push through any challenge. Our clients tell me they're inspired by my proactive communication with them.
My overall Mission is for every client to be fulfilled by helping them build life changing wealth that not only provides for our clients and their families, but is ample enough to help others in need through giving. In my family, there is a history of hardworking farmers who regularly donated harvests to underprivileged families. This tradition was passed down from one generation to another. It is this culture of giving that inspired me to create Mission Financial where we share part of our revenue with great causes.
Raymond James does not provide tax or accounting services.